2006 -
2009 Investment Associate - Personal Investment Management Group @
2004 -
2006 Sr. Portfolio Accounting Analyst - WWO and T @
Timothy Funke Education
DePaul Driehaus College of Business
MBA (Financial Analysis)
2008
-
2009
University of Dayton
B.A. (Finance)
1999
-
2002
Fenwick High School
High School Diploma
1994
-
1998
Timothy Funke Skills
Portfolio Management
Asset Allocation
Investments
Wealth Management
Equities
Investment Strategies
Asset Management
High Net Worth Individuals
Alternative Investments
Fixed Income
Economics
Options
Risk Management
Investment Management
Financial Markets
Investment Advisory
Mutual Funds
Client Facing Skills
New Business Development
Professional Communication
Strategic Partnerships
Asset Managment
Goal Analysis
Estate Planning
Financial Planning
Net
Timothy Funke Summary
Timothy Funke, based in Chicago, IL, US, is currently a Partner, Private Wealth Advisor at OnePoint BFG Wealth Partners. Timothy Funke brings experience from previous roles at Spahn Financial and Northern Trust Corporation. Timothy Funke holds a 2008 - 2009 MBA in Financial Analysis @ DePaul Driehaus College of Business. With a robust skill set that includes Portfolio Management, Asset Allocation, Investments, Wealth Management, Equities and more. Timothy Funke has 1 emails and 1 mobile phone numbers on RocketReach.
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